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I did okay. I regret not shorting or buying more puts on the way down. I also could have rebalanced sooner.

Overall my large cash position saved me. I bought NNDM and PLTR heavy on Thursday and Friday, so hopefully I'm not catching a falling knife. Both positions finished strong and NNDM pushed up even more AH. PLTR is working with AWS now too. Monday could be fun.

I maintained large positions in GM and KSS which have faired very well. I'm a bit bummed I sold my GE and XOM. Woops!

I really hope this is over and I'm kind of glad it happened. The tech stocks were way over valued.

I did okay. I regret not shorting or buying more puts on the way down. I also could have rebalanced sooner. Overall my large cash position saved me. I bought NNDM and PLTR heavy on Thursday and Friday, so hopefully I'm not catching a falling knife. Both positions finished strong and NNDM pushed up even more AH. PLTR is working with AWS now too. Monday could be fun. I maintained large positions in GM and KSS which have faired very well. I'm a bit bummed I sold my GE and XOM. Woops! I really hope this is over and I'm kind of glad it happened. The tech stocks were way over valued.

(post is archived)

[–] 2 pts

Don't think of stocks as being over valued, rather think of capital as being devalued.

[–] 1 pt

Both.

That devalued capital was propping up some stocks much higher than they should have been (in relation to other assets). I'm sure we will see more of that when people get their stimulus checks again.